Oct 2025 Revenue: NT$19.9B, +5.2% YoY

Original: 2303 2025年10月月營收

Summary

UMC reported October 2025 revenue of NT$19.93B, up 5.2% YoY and 4.01% MoM, marking sequential acceleration as foundry utilization improves. The steady growth signals stabilizing mature-node demand, with AI-related specialty processes (RF, power management for AI servers) likely supporting the modest cyclical recovery.

Historical Impact

10 past Monthly Revenue · ≈ 8-K events at UMC

Median +5d

+1.31%

Range

-2.99% to +27.14%

Positive outcomes

7/10

Filed	P₀	P₊₅	+5d
Jun 17, 2026	NT$140	NT$178	+27.14%
May 17, 2026	NT$111	NT$125	+12.61%

Full Translation

UMC (2303) reported October 2025 (ROC 114/10) monthly revenue of NT$19,927,175 thousand (NT$19.93B). Revenue rose 5.2% year-over-year versus October 2024 and increased 4.01% month-over-month versus September 2025, indicating sequential momentum in foundry demand. The figures point to a continued gradual recovery at the mature-node specialty foundry, supported by stabilizing inventory dynamics and incremental contribution from AI-adjacent applications such as power management ICs and RF components.